HQY icon

HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
BlackRock
New York
$237M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
Morgan Stanley
New York
$39M
5
JHIU
Janus Henderson Investors US
Colorado
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
201
FNY Partners Fund
New York
$21K +$21K +500 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$16K +$173 +4 +1%
IPC
203
Independent Portfolio Consultants
Florida
$15K +$15K +350 New
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$11K -$9.37K -230 -46%
TRCT
205
Tower Research Capital (TRC)
New York
$7K -$27.7K -665 -80%
GEA
206
Glen Eagle Advisors
New Jersey
$4.67K +$4.67K +110 New
GT
207
Glenmede Trust
Pennsylvania
$4K +$4K +98 New
VCM
208
Versant Capital Management
Arizona
$3K – – –
IA
209
IFP Advisors
Florida
$3K – – –
RIM
210
Ranger Investment Management
Texas
$3K +$3K +74 New
TWA
211
TCI Wealth Advisors
Arizona
$2K – – –
QCG
212
Quadrant Capital Group
Ohio
$2K – – –
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
– -$10.5M -259,868 Closed
TIM
214
Thornburg Investment Management
New Mexico
– -$3.02M -74,482 Closed
Voloridge Investment Management
215
Voloridge Investment Management
Florida
– -$2.75M -67,972 Closed
Marshall Wace
216
Marshall Wace
United Kingdom
– -$1.95M -48,044 Closed
HCM
217
Highbridge Capital Management
New York
– -$1M -24,777 Closed
LCG
218
Lisanti Capital Growth
New York
– -$859K -21,200 Closed
Russell Investments Group
219
Russell Investments Group
United Kingdom
– -$848K -20,600 Closed
PCM
220
Penserra Capital Management
California
– -$726K -17,940 Closed
Rafferty Asset Management
221
Rafferty Asset Management
New York
– -$708K -17,478 Closed
HW
222
Hancock Whitney
Mississippi
– -$535K -13,200 Closed
FRM
223
Fox Run Management
Connecticut
– -$434K -10,700 Closed
HSBC Holdings
224
HSBC Holdings
United Kingdom
– -$385K -9,510 Closed
TI
225
Turner Investments
Pennsylvania
– -$243K -6,000 Closed
6 7 8
9
10